{"podcast":{"title":"Biz Talk Today TV","slug":"the-weekly-money-clip-6866050","podcast_index_feed_id":6866050,"rss_url":"https://feeds.megaphone.fm/weeklymoney-clip","website_url":"https://evergreenpodcasts.com","image_url":"https://megaphone.imgix.net/podcasts/10f20d1e-cc42-11ee-8d94-5706d5b24a85/image/5cc13661b0827ebafef67af39f137d5b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"CrossCheck Media","episode_count":887,"summary":"Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity. Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, invest…","last_synced_at":"2026-07-18T18:21:44.260122+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"Jay Hatfield: Negative CPI Shock? Why Stocks Could Explode Higher Toward 9,000","slug":"jay-hatfield-negative-cpi-shock-why-stocks-could-explode-higher-toward-9-000-2","published_at":"2026-06-30T19:25:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/jay-hatfield-negative-cpi-shock-why-stocks-could-explode-higher-toward-9-000-2","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN5878789159.mp3","audio_url":"https://traffic.megaphone.fm/FPMN5878789159.mp3","summary":"Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market. Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target. Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy. Topics include: Why Jay predicts a negative June CPI report Falling oil prices and what they mean for inflation Why the Fed may have no choice but to cut rates Could mortgage rates fall below 6%? Why earnings—not valuations—are driving this bull market S&P 500 outlook: 9,000... or even higher? Amazon and Lockheed Martin investment thesis Financial stocks poised to outperform QVOL ETF performance and dividend strategy Long-term investing versus hedge fund trading Don't miss one of the most bullish—and controversial—market outlooks of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…","meta_description":"Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of Hatfield Economics, host Todd M. Schoenbe…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2050,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/jay-hatfield-negative-cpi-shock-why-stocks-could-explode-higher-toward-9-000-2/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/jay-hatfield-negative-cpi-shock-why-stocks-could-explode-higher-toward-9-000-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}